
Our state-of-the-art Adviser Hub
This site is for UK investment professionals only. If you're not an investment professional, please find out more about us at vitality.co.uk.
Simple. Seamless. Secure.
To help you and your clients make the most of VitalityInvest, we’ve invested in a state-of-the art digital hub, created from the ground up, without the constraints of legacy systems.
The fast and secure interface is built around paperless processing: no need for wet signatures, an automated transfer service and access to client documents in just a few clicks. So now you can spend less time on client admin and more time focussing on the things that matter to your business.
Award-winning.
Key features of our Adviser Hub.
Enhanced interactive statements
- Show the value your advice brings by creating a co-branded report with your unique cover letter and logo.
- Easily explain your clients’ plan performance with comprehensive information on the value of their plan over any period.
- Tailor content to suit client needs so you can easily discuss any aspect of your client’s plan, such as the breakdown of their portfolio (powered by Morningstar), as well as charges or transaction history.
- Get access in a way that works for your advice process, whether sharing with your clients on-screen or on paper.
✓ Easily onboard your clients and create illustrations in less than a minute.
✓ Built around paperless processing with no need for wet signatures.
✓ Access all client documents online and securely send us supporting information with our upload functionality.
✓ An automated transfer service.
Watch our phased drawdown video.
✓ Real-time interactive statements to track investment performance.
Watch our interactive statements video.
✓ Stay fully updated with a suite of notifications and mobile messaging.
✓ Access a comprehensive range of calculators and tools.
✓ Customisable experience with personalised dashboards.
✓ Quickly find cross-sell opportunities for your existing VitalityHealth and VitalityLife members.
- O&M systems
- Intelliflo
- Dynamic Planner
- Selectapension
- Synaptic
- Xplan (provided by Iress)
Calculator and tools
- Fee Saver Calculator
- Savings Modeller
- Retirement Modeller
- Carry-Forward Calculator
- Morningstar Fund tools
What advisers are saying.
A Member Zone for your clients
You can decide how much control they have to manage their plan online, for example permission to trade, top-up and withdraw on their own account.
or call 0800 096 4368
Lines are open (freephone)
Monday to Thursday: 8am - 9pm
Friday: 8am - 7pm
Saturday: 9am - 5pm
Sunday: closed